Make document inventory reviews easier to keep up with
Replace a remembered manual check with a scheduled inventory snapshot and a brief Notis summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Documents List
Lists documents in a workspace.
Why this helps
Periodic document reviews often slip when they depend on someone remembering to open the right account.
- Put inventory checks on a recurring schedule.
- Get the current list summarized in a report channel.
- Make it easier to notice what the returned data does and does not show.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Boloforms once in the Notis portal.
- 2Create an automation in Automations by naming it and describing the outcome.
- 3Ask Notis to retrieve the Boloforms document list and summarize its current contents, noting any information not present in the list.
- 4Select a recurring schedule and choose where run reports go.
- 5Test once and check that the summary reflects the returned list.
Questions about this workflow
Does the report prove that a document changed since the last run?
Not by itself. The action retrieves the current list; a change comparison requires a prior baseline that you supply or retain separately.
Can I make the report useful for a quick scan?
Yes. In your instruction, ask Notis for a concise summary based on the fields returned by Boloforms.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Boloforms. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Lists documents in a workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
ActiveMerge and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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